26 November 2019
Tradesocio is organizing the Financial Services Digital Transformation Forum on Tuesday 26th of November 2019 at the Four Seasons Hotel, in Limassol.
Digital transformation is being pushed to the mainstream by four main trends: regulation, enabling technology, competition and consumer demand. Organisations, more than ever, need to create sustainable operations within their infrastructure in order to cope with the requirements of the ever-evolving technologies and regulation, and adopt digital assets that can assist them in their long-term vision.
The Financial Services Digital Transformation Forum is addressed to C-Level Financial Services professionals from Forex, Asset Management, Investment Management, Investment Banking firms etc., and explores the challenges and opportunities that digital transformation is bringing with it. How can companies master digital transformation within, what solutions and technologies are currently available to assist them in their daily functions, and is the digital transformation the new corporate culture? These questions and more will be addressed at the forum via interactive presentations and panel discussions.
Five reasons to attend
● Explore the challenges of digital transformation and its impact on the financial services industry
● Find out via best practices and case studies how to increase productivity in a bid to achieve competitive advantage
● Learn how to leverage digital dynamics to compete in the digital era
● Find out how to create a unique identity for your company by adopting the correct digital platforms, tools and solutions
● Network with high level experts from the financial services industry
Forum Details
Tuesday 26th of November 2019, 08:30-14:00
Four Seasons Hotel, Limassol
For registration please click here
*Participation in the event is by invitation only.
**Registration is subject to the number of available places and the criteria governing the particular audience at which the event is aimed. Registration may be considered as valid only when you have received a confirmatory e-mail from the Secretariat of the event.
Business Development Manager, Tradesocio, Cyprus
Andreas has extensive experience in the Financial Sector and has worked for major Financial Institutions in Europe undertaking digitalisation and automation projects for Finance, Risk Management and Business Development departments. He is a hands-on specialist with a deep understanding of the mechanisms behind financial firms and also client behaviour. Combining his skills and expertise, he is leading Tradesocio's Business Development department and provides valuable insights to clients about best practices while implementing the solutions.
CEO, Tradesocio, Cyprus
Dubai-born Wael Salem is an established thought leader within the global Fintech and Investment scenes. CEO at Tradesocio, speaker and serial technology investor, Wael is passionate about innovation and digital transformation of financial institutions and applications. A senior-level tech consultant to the largest financial institutions and an advisor, mentor and product lead to multiple financial institutions around the world, Wael also has an impressive history working with Wealth and Asset Managers globally. Prior to taking the reins at Tradesocio, Wael led a project to launch funds and capitalise on investor markets in the Middle East and South-east Asia. Wael’s aim within the next ten years is to establish Tradesocio as the go-to fintech studio, creating tailored investment experiences for financial institutions globally.
General Manager, EIMF, Cyprus
Marios Siathas has worked in executive education, learning and development, and consulting for more than 20 years. During this time Marios has held numerous positions and, has managed and implemented large projects both locally and overseas.
Marios has gained plenty of experience working with organizations and individuals and building specialised and unique learning and development solutions for them. He has managed several development projects for large and small companies in Cyprus, Egypt, Austria, Bahrain, Greece, Canada, China, Dubai, England, Germany, and South Africa. He holds a BSc in Marketing and Management from Western Kentucky University, an MBA from the University of Guelph, and a Master in Adult Education and Training from Colorado State University.
He is a member of the board of the Institute of Directors (UK) Cyprus Branch and a member of the Chartered Institute of Securities and Investment (CISI), member of the training and HR committee of the Cyprus International Funds Association (CIFA), the Cyprus Human Resource Managers Association, the Association of Certified Anti-Money Laundering Specialist (ACAMS) and a host of other professional bodies.
Deputy Director General, Invest Cyprus, Cyprus
Marios Tannousis holds the post of Deputy Director General at the Invest Cyprus. He has more than twenty years of international corporate experience, with twelve years in the international banking and financial services group Societe Generale, where he served at various key posts. He is a Member of the Board of the European Fund and Asset Management Association (EFAMA) as well as the Cyprus Investment Funds Association (CIFA). He also served as President of the Cyprus Finance & Leasing Association and Board Member in various other organizations and bodies. He is a Member of the Chartered Institute for Securities and Investment (CISI) and holds a Bachelor's degree in Economics and an MBA. He is also certified for offering investment services and has a special interest in Economic Development through Investments especially in Banking, Financial Services and Investment Funds.
Business Development Manager. GBG, Cyprus
Dan has worked in the digital identity space for the past eight years, working across multiple sectors including financial services, law, retail and online gambling. He has helped many financial institutions from major banks to Fintech start-ups digitalise their customer on-boarding and due diligence processes. Currently specialising in Business Development across the EMEA region at GBG, Dan has a pragmatic approach, enabling companies to improve their customers experience, prevent fraud and significantly reduce operational costs.
Head of Digital Transformation, KPMG, Cyprus
Stefanos is the Head of Digital Transformation at KPMG Cyprus, specializing in digital transformation, digital economy, next generation business design, agile ways of working and customer experience with applied advisory experience in global leading organizations in a number of countries including the UK, Ireland, Italy, India, Singapore & Cyprus. His focus is on implementing digital transformation solutions and designing long-term transformation strategies that help organizations reach their business objectives. Moreover, Stefanos is a member of KPMG’s EMA Digital Center of Excellence. Prior joining KPMG, Stefanos worked for Accenture, Amazon and UPS in the UK.
The Forum is addressed to all senior executives from the Financial and Investment Services sector in Cyprus. More specifically the forum is addressed to Chief Executive Officers, Chief Financial Officers, Chief Operating Officers, Managing Directors, Fund Managers, Asset Managers, Investment Consultants, IT Managers and other C-Suite executives from the following:
● Banks
● Investment Banks
● Forex Brokers
● Asset Management Firms
Headquartered in Singapore, Tradesocio is a global fintech company with offices in the UAE, Cyprus, and India. Starting our journey in 2015, our focus has been to help financial institutions meet their digital transformation mandates, with a focus on asset and wealth management services. Over the years, Tradesocio has managed to position itself as a technology provider of choice for a growing number of financial and fintech institutions around the world, spanning multiple verticals including investment banks, investment management, advisory and brokerage institutions. Tradesocio’s technology suite encompasses front, middle and back-office solutions. Offering our solutions as SaaS products and on-premises developments, our applications are built to optimise and automate existing business process management. Tradesocio offers omnichannel investor experience across web, mobile and voice applications. Our off-the-shelf products allow financial institutions to create a unique digital investor experience, with any of the following solutions: Digital Wealth Advisory (DWA), Separately Managed Accounts (SMA), investing in ETFs & AMCs with our ETF Station, mirroring professional strategies with Mirror Trader and self-trading with TS Trader. Additionally, Tradesocio’s underlying technology is a core element of numerous banking applications, such as AML, KYC, RegTech and pension management solutions. Committed to a holistic approach to investment management and financial technology development, we transform the way investment products are offered, managed and accessed. For more information about Tradesocio and our solutions, visit www.tradesocio.com.
IMH is the largest business knowledge and information transfer organisation in Cyprus. Its services include the coordination and running of conferences, seminars and commercial exhibitions, specialist business media publishing and human resources consulting. Every year, IMH organises more than 80 conferences related to every sector of the market, commercial exhibitions and training seminars, and undertakes the entire process of five business award ceremonies. IMH publishes the only dedicated business magazines in Cyprus: the Greek language monthly IN Business and the English-language monthly GOLD, which are read by tens of thousands of Cypriot and non-Cypriot professionals, managers and entrepreneurs. It also operates the magazines’ accompanying news portals, the IN Business Portal (www.inbusinessnews.com), the GOLD Portal (www.goldnews.com.cy) and the REPORTER (www.reporter.com.cy). ΙΜΗ also delivers via e-mail the IN Business Daily Newsletter, the GOLD News Daily Newsletter and the REPORTER Newsletter. The IMH Business Development Department bids for tenders published by local public sector bodies, the European Union and other international organisations. Through its activities, ΙΜΗ gives businesses a chance to develop, to network, to find new clients and business associates, to communicate with new audiences and discover growth opportunities. www.imhbusiness.com
GOLD magazine was founded in 2011 as the first English-language business monthly in Cyprus. Today, it is not only synonymous with the promotion of good business practices but it has a unique and valuable readership of High Net Worth Individuals, international company executives, English-speaking Cypriot and non-Cypriot businessmen and women. GOLD provides a comprehensive and informed overview of the local business scene, the economy and the market and has gained a reputation for its in-depth articles and revealing interviews with key local and international personalities. www.goldnews.com.cy
IN Business magazine has a monthly readership of more than 40,000. It is the only monthly business magazine in Cyprus that provides a comprehensive overview of all segments of the economy, from retail to services, as well as reporting on new deals, presenting new faces and, generally, everything that’s happening in the local business sphere. IN Business is a pioneer in local business journalism, thanks to its in-depth analysis and research backed by previously unpublished facts and figures.
Project Manager
Evi Stavrou
Evi is responsible for the content and speakers of this forum. If you have any content-related or other queries, you can contact her on evi.stavrou@imhbusiness.com and on +357 22 505 628.
Marketing
Myria Neophytou
Myria is responsible for the marketing and promotion of this forum. If you have any marketing-related questions or suggestions, you can contact her on myria@imhbusiness.com and on +357 22 505 573.
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